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Retirement and Financial Planning Services in Arizona

Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years.

Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ.  The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection. In addition to serving the financial needs of clients in greater Phoenix and Scottsdale areas, Bayntree Wealth Advisors also has offices in Peoria, Avondale, Oro Valley and Tucson.

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Why Bayntree Wealth Advisors

At Bayntree Wealth Advisors, we are your guide to the retirement you envision and deserve. Our mission is to help our clients achieve financial security through strategies that seek to maximize the growth and preservation of wealth.

Our team of financial advisors in Phoenix and Scottsdale combine expertise with careful and thorough planning to develop customized retirement roadmaps for clients. We are unconditionally committed to maintaining the highest standards of integrity and always putting our clients' interests first.
  • Income Planning

    Most of us spend our working years saving and accumulating retirement assets or climbing the mountain to retirement. But not everyone has a plan to safely get down the other side. At Bayntree Weath Advisors, we firmly believe comprehensive income planning is the cornerstone to successful retirement years. We can help identify your guaranteed income while also helping you fully understand your expenses. Your income plan is a roadmap to financial independence and we provide comprehensive retirement advice to keep you on track to meet your goals. learn more
  • Investment Management

    Do you know if you are taking on too much risk or not enough risk to reach your retirement goals? Through our comprehensive financial planning process, we will analyze your current portfolio's risk level and provide investment guidance to ensure your investment strategy is aligned with your long-term goals. At Bayntree Wealth Advisors, we help our clients build a customized portfolio that is focused on achieving long-term financial goals instead of simply chasing the market. We believe in not just making money, but helping you hold onto it too. learn more
  • Risk Management

    There are three major risks and unknowns those planning for retirement face: the rising cost of health care, inflation and longevity. At Bayntree Wealth Advisors, we provide asset protection strategies and guide you through the options available for managing risk. From self-funding your future health care costs to utilizing hybrid long-term care insurance products, there are many ways to ensure you do not outlive your envisioned lifestyle and plan for your retirement. learn more
  • Asset Protection

    As you move into the later stages of life, your estate plan will offer you peace of mind that your assets will care for your family for years to come. Bayntree Weath Advisors offers thorough estate planning to address even the most complex planning needs. We work to protect and grow clients' assets and prepare to pass them on to your heirs and charities. learn more
  • Tax Strategies

    Bayntree Weath Advisors will help you understand how different investments are taxed so you can make the right investment decisions. We will work with your current tax advisor or CPA to ensure your Retirement Plan is aligned to minimize taxes. We believe that proper tax planning is based on being proactive rather than reactive, and will help you understand the value of year round tax planning.. Instead of waiting to the last minute we can help you understand the value of year round tax planning. learn more *Bayntree Wealth Advisors will coordinate with a licensed tax preparer/CPA on your behalf.

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Bayntree Wealth Advisors is an independent financial advisory firm.

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